Question
Rules Engine Struggle: Issues writing to SFDC
Good Morning-
I'm the new Gainsight Admin for my org, and we're currently working on using the rules engine to write lifecycle stages to both Gainsight and to SFDC.
I have a functioning rule to pull from our Lifecycle Stage picklist field in SFDC and write to the Lifecycle Stage field in GS.
I have functioning rules to populate 'New Customer' and 'Onboarding' lifecycle stages to SFDC, based on fields in SFDC.
I'm running into issues with two rules that I have written to populate 'Adoption and 'Renewal' lifeycle stages into SFDC.
The issue is that when I replicate the logic we have built in SFDC in a GS Rule, the results don't match.
Example:
SFDC Logic:
Filtered By: Edit Stage not equal to Closed Won,Closed Lost Clear AND Type equals Renewal,Auto-Renewal Clear AND SR - Status equals Active Clear AND Product includes Social Recruiting Clear AND Close Date greater than NEXT 120 DAYS Clear AND Implementation Status equals Completed Clear
Results: 524
GS Rule:
Type: Custom
For: Account
Source Object: GS Relationship
Show FieldsGS Relationship::Id
GS Relationship::Account
GS Relationship::Account Name
GS Relationship::Stages
Account::Integration Call Date
Account::Lifecycle Stage
GS Relationship::Name
GS Relationship::Processed Date
Account::Implementation Status
GS Relationship::Opportunity Close Date
Account::Product
GS Relationship::SR Status
GS Relationship::Opportunity Type
GS Relationship::Opp: Stages
Account::SR - Expiration Date
Calculated Fields--
Advanced Logic
A AND B AND C AND D AND E AND F
Include accounts where data is unavailableOff
Apply to Gainsight customers only
False
Filters Field NameOperatorValue
A Account::Implementation StatusequalsCompleted
B Account::ProductincludesSocial Recruiting
C Account::SR - Expiration Dategreater or equalAdd N Days to Rule Date 120
D GS Relationship::Opportunity TypeincludesRenewal, Auto-Renewal
E GS Relationship::SR StatusequalsActive
F GS Relationship::Opp: StagesexcludesClosed Won, Closed Lost
1 Type: Load to SFDC Object
[i]
Object Name
Account
Operation
Upsert
Field MappingsGS Relationship :: Account Name TEXT
Account :: Account Name STRING (Identifier)
Account :: Lifecycle Stage PICKLIST
Account :: Lifecycle Stage PICKLISTNew Customer Adoption
Onboarding Adoption
Adoption Adoption
Expansion Evaluation Adoption
Renewal Adoption
Retention Roadmap Adoption
Results: 307 for upsert
Is there anything that I'm missing with my logic? I've found that if I eliminate 'D: GS Relationship::Opportunity TypeincludesRenewal, Auto-Renewal', I end up with ~545 results when I run my GS rule.
Could this be caused by an incomplete data ingest?
Thanks
-Jim
I'm the new Gainsight Admin for my org, and we're currently working on using the rules engine to write lifecycle stages to both Gainsight and to SFDC.
I have a functioning rule to pull from our Lifecycle Stage picklist field in SFDC and write to the Lifecycle Stage field in GS.
I have functioning rules to populate 'New Customer' and 'Onboarding' lifecycle stages to SFDC, based on fields in SFDC.
I'm running into issues with two rules that I have written to populate 'Adoption and 'Renewal' lifeycle stages into SFDC.
The issue is that when I replicate the logic we have built in SFDC in a GS Rule, the results don't match.
Example:
SFDC Logic:
Filtered By: Edit Stage not equal to Closed Won,Closed Lost Clear AND Type equals Renewal,Auto-Renewal Clear AND SR - Status equals Active Clear AND Product includes Social Recruiting Clear AND Close Date greater than NEXT 120 DAYS Clear AND Implementation Status equals Completed Clear
Results: 524
GS Rule:
Type: Custom
For: Account
Source Object: GS Relationship
Show FieldsGS Relationship::Id
GS Relationship::Account
GS Relationship::Account Name
GS Relationship::Stages
Account::Integration Call Date
Account::Lifecycle Stage
GS Relationship::Name
GS Relationship::Processed Date
Account::Implementation Status
GS Relationship::Opportunity Close Date
Account::Product
GS Relationship::SR Status
GS Relationship::Opportunity Type
GS Relationship::Opp: Stages
Account::SR - Expiration Date
Calculated Fields--
Advanced Logic
A AND B AND C AND D AND E AND F
Include accounts where data is unavailableOff
Apply to Gainsight customers only
False
Filters Field NameOperatorValue
A Account::Implementation StatusequalsCompleted
B Account::ProductincludesSocial Recruiting
C Account::SR - Expiration Dategreater or equalAdd N Days to Rule Date 120
D GS Relationship::Opportunity TypeincludesRenewal, Auto-Renewal
E GS Relationship::SR StatusequalsActive
F GS Relationship::Opp: StagesexcludesClosed Won, Closed Lost
1 Type: Load to SFDC Object
[i]
Object Name
Account
Operation
Upsert
Field MappingsGS Relationship :: Account Name TEXT
Account :: Account Name STRING (Identifier)
Account :: Lifecycle Stage PICKLIST
Account :: Lifecycle Stage PICKLISTNew Customer Adoption
Onboarding Adoption
Adoption Adoption
Expansion Evaluation Adoption
Renewal Adoption
Retention Roadmap Adoption
Results: 307 for upsert
Is there anything that I'm missing with my logic? I've found that if I eliminate 'D: GS Relationship::Opportunity TypeincludesRenewal, Auto-Renewal', I end up with ~545 results when I run my GS rule.
Could this be caused by an incomplete data ingest?
Thanks
-Jim